Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable
Wealth Management
From
Wealth Management
/ Business Models
December 21, 2020
Wealth managers must act now to drive growth and profitability
From
Wealth Management
/ Business Models
December 21, 2020
The importance of moral leadership in the Covid age
The world is crying out for leaders who truly care for others and are willing to take bold steps. The financial world is no exception, where a number of CEOs have stepped up to meet the challenges
From
Wealth Management
/ Business Models
December 17, 2020
Ethical strategies blossom amid health crisis
Not only is there now a widespread belief among investors that they have a duty to do good with their allocations, but also that sustainable portfolios tend to outperform
From
Wealth Management
/ Private Banking
December 16, 2020
BNP Paribas puts faith in tech and sustainability
Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together
From
Wealth Management
/ Family Offices
December 9, 2020
FWM and Stanhope promise family advice free of conflict
More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology
From
Wealth Management
/ Family Offices
November 26, 2020
Private View Blog: Accelerating change in family offices
Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices
From
Wealth Management
/ Private Banking
November 24, 2020
Majority of private banking bosses reluctant to embrace change
The inherent conservatism of private bank leaders is holding back the evolution of business models, although a forward thinking minority are moving with the times
From
Wealth Management
/ Profiles
November 10, 2020
All change as CaixaBank adapts to the new normal
Coronavirus, digitalisation and ESG are just some of the issues private banks are having to face up to, says CaixaBank’s private banking boss, Victor Allende
From
Wealth Management
/ Private Banking
November 5, 2020
Global Private Banking Awards 2020 - Analysis: Leading players rise to Covid challenge
PWM’s annual private banking awards sees those institutions which were already repositioning for a digital era able to adjust relatively quickly to a world dealing with coronavirus
From
Wealth Management
/ Business Models
October 1, 2020
Private View Blog: Helping clients get to grips with ESG
Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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